THE HERZFELD GROUP

Overview

The Herzfeld Group operates as a corporation with individual ownership and positions itself as a small, fee-based advisory practice serving individuals and families. The firm’s primary business activity is a law practice, and its registered advisory work centers on portfolio management for individual clients and small businesses. Compensation is charged as a percentage of assets under management. The firm is not identified as an active ESG investor, is not multi-state in its advisory footprint, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives